The Julia La Roche Show

#140 DoubleLine Capital's Jeff Sherman On Fed Policy, The Economy, And Why Rate Cuts Likely Won't Happen Until June Or Later

Listen Later

Jeff Sherman, Deputy CIO of DoubleLine Capital, joins The Julia La Roche Show for episode 140 to break down the first FOMC meeting of 2024 and his outlook for the economy and the markets, inflation, and more.


Takeaways

  • The FOMC meeting indicated that interest rate cuts may be on the horizon, but the timing and extent of the cuts are uncertain.
  • Positive real yields in the bond market offer attractive investment opportunities, especially compared to the volatility of the equity market.
  • The current economic outlook is relatively positive, but there are risks to consider, such as potential inflation and the impact of interest rate policy.
  • Investors should be cautious and evaluate the risks associated with their investments, considering factors such as inflation, market volatility, and the potential for economic downturns.


    • Timestamps: 

    00:00 Introduction and welcome

    01:00 FOMC meeting reaction

    05:27 QT  

    11:20 Positive real yield investment opportunities 

    14:50 Stocks vs. bonds 

    20:00 Economic outlook 

    30:00 Value threshold is higher 

    32:30 Inflation

    39:00 Risks


    Links: 

    Twitter/X: https://twitter.com/DLineCap and https://twitter.com/ShermanShowPod

    DoubleLine Capital: https://doubleline.com/

    Podcast: doubleline.com/podcasts/

    ...more
    View all episodesView all episodes
    Download on the App Store
    The Julia La Roche ShowBy Julia La Roche
    • 4.5
    • 4.5
    • 4.5
    • 4.5
    • 4.5

    4.5

    43 ratings

    More shows like The Julia La Roche Show

    View all
    Macro Voices by Hedge Fund Manager Erik Townsend

    Macro Voices

    3,056 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    921 Listeners

    Real Vision: Finance & Investing by Real Vision Podcast Network

    Real Vision: Finance & Investing

    910 Listeners

    Hedgeye Podcasts by Hedgeye Risk Management

    Hedgeye Podcasts

    205 Listeners

    Palisades Gold Radio by Collin Kettell

    Palisades Gold Radio

    243 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    364 Listeners

    Eurodollar University by Jeff Snider

    Eurodollar University

    467 Listeners

    ITM Trading Podcast by The Daniela Cambone Show and Taylor Made Economics

    ITM Trading Podcast

    63 Listeners

    Supply Shock by Blockworks

    Supply Shock

    115 Listeners

    Wealthion - Be Financially Resilient by Wealthion

    Wealthion - Be Financially Resilient

    379 Listeners

    The Jay Martin Show by Jay Martin

    The Jay Martin Show

    67 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    280 Listeners

    Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

    Thoughtful Money with Adam Taggart

    355 Listeners

    The David Lin Report by The David Lin Report

    The David Lin Report

    33 Listeners

    Monetary Matters with Jack Farley by Jack Farley

    Monetary Matters with Jack Farley

    100 Listeners